Wealth Management Advisor

About the Role

Our client is seeking a dedicated and client-focused Wealth Management Advisor to join their prestigious practice in Bristol . You will be responsible for managing client portfolios, providing expert financial planning advice, and nurturing long-term relationships to help clients achieve their financial goals. This role requires a deep understanding of investment strategies, financial markets, and client needs, coupled with excellent interpersonal and communication skills to build trust and deliver exceptional service.

Key Responsibilities

• Develop and implement personalized financial plans and investment strategies for high-net-worth clients.
• Conduct regular reviews of client portfolios and make recommendations for adjustments.
• Provide advice on retirement planning, estate planning, tax efficiency, and risk management.
• Build and maintain strong, long-lasting client relationships through proactive engagement and excellent service.
• Identify opportunities for new business development and client acquisition.
• Ensure compliance with all regulatory requirements and industry best practices.

Requirements

• Relevant professional qualifications (e.g., Chartered Wealth Manager, CII Diploma in Financial Planning).
• Proven track record in wealth management or financial advisory, with experience managing a client book.
• Strong knowledge of investment products, financial markets, and planning strategies.
• Excellent communication, negotiation, and client relationship management skills.
• Ability to work independently and as part of a team in a client-facing role.

Benefits

• Competitive base salary with an attractive commission and bonus structure.
• Flexible hybrid working model.
• Comprehensive private medical and dental insurance.
• Generous pension scheme and life cover.
• Ongoing professional development and support for certifications.